The Role
Sell investment products and advisory services to HNWI, design customized solutions (focus private equity, fixed income, structured products), review portfolios for risk alignment, build long-term client relationships, and ensure KYC/due-diligence compliance with Compliance.
Summary Generated by Built In
Tasks
* Attracting HNWI clients, selling investment products and advisory services across all asset classes, with a focus on private equity (pre-IPO), fixed income, and structured products;
* Designing customized investment solutions and advising HNWI clients;
* Conducting regular reviews of client portfolios to ensure, among other things, that the actual level of risk is in line with the planned level;
* Developing and maintaining long-term relationships with clients to provide a high level of service;
* Liaising with the Compliance department to ensure compliance with KYC and due diligence procedures and standards.
Requirements
* Work experience in the financial sector in the relevant position is a must;
* Deep understanding of investment products, financial markets, and economic trends;
* Experience working with private clients;
* Successful sales experience;
* At least an intermediate level of English;
* Relevant higher education is an advantage;
Benefits
* High bonus component;
* Opportunity for professional and career development;
* Compensation for mobile communication;
Skills Required
- Work experience in the financial sector in the relevant position
- Deep understanding of investment products, financial markets, and economic trends
- Experience working with private clients
- Successful sales experience
- At least an intermediate level of English
- Relevant higher education
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The Company
What We Do
Raison is a fintech startup and international investment group that provides a platform for pre-IPO investments, venture capital, and asset management. Catering to high-net-worth individuals and family offices, they offer access to global opportunities including private equity, structured notes, and digital assets. The company utilizes an AI-driven approach to financial management, operating as a marketplace for late-stage venture deals.
